Alexander
Adler

Bb&T Securities, LLC

CRD#4572907
Investment Advisor
in Charlotte, NC
Are you Alexander Adler? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alexander Adler is a financial advisor whose office is in Charlotte, North Carolina. Currently an investment advisor at Bb&T Securities, LLC, they have gathered 15 years of professional experience in the financial advisory industry. Adler has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Adler is registered to work with customers in Maryland. Their career trajectory has included roles at New York Life Insurance Company, Nylife Securites, Hga Financial, Bb&T Securities, LLC, Bbtis and Bb&T. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and has 1,470 locations across the nation. In total, Bb&T Securities, LLC oversees $19 billion in assets across 44,665 client accounts and employs more than 1,823 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 36,169 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 8% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Bb&T Securities, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

200 S College St 11Th Fl
Charlotte, NC 28202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$20,257,150,583

NC Average: $1,835,309,194
Total Number of Employees

1,840

NC Average: 32
Total Number of Accounts

56,514

NC Average: 1,458
Average Account Size

$358,445

NC Average: $1,258,785

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alexander Adler Work History

Alexander has 15 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2015 - Present (4 years)

Bbtis

2015 - Present (4 years)

Bb&T

2011 - Present (8 years)

Hga Financial

2003 - 2014 (11 years)

New York Life Insurance Company

2003 - 2014 (11 years)

Nylife Securites

Disclosures

Alexander Adler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started